WayUp
Capital Group, Fundamental Research Group Associate (Biotech & Pharma) - Applica
WayUp, New York, New York, us, 10261
Overview
This role is with Capital Group. WayUp is partnering with Capital Group to hire top talent. As a Fundamental Research Group (FRG) Associate, you will work closely with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions. You will partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.
Responsibilities
Collaborate with Investment Professionals to generate investment ideas and monitor holdings.
Conduct bottom-up fundamental research and analysis on companies and related industries.
Build financial models and draft research reports.
Facilitate meetings with management teams, sell-side firms and industry experts.
Contribute as a key member of the investment process and adapt to increasing project complexity with mentorship.
Qualifications
You are passionate about a career in equity research with a strong interest in long-only investing.
2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
Bachelor’s degree in finance, economics, STEM or a relevant field. Alternative degrees in medicine/biology or related medical experience are beneficial.
Biotech and Pharmaceuticals sector knowledge is required.
Strong desire to develop bottom-up fundamental research skills working with experienced investment professionals.
Extensive experience with detailed financial modeling and fundamental analysis, utilizing research tools, trade publications, online sources, regulatory filings, etc., to generate insightful analysis.
Proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights.
Strong teamwork, communication skills, and willingness to share perspectives.
Curiosity, analytical skills, sound judgment for complex financial topics, and ability to learn quickly.
Effective written and oral communication skills and ability to build relationships inside and outside the organization.
Willingness to travel occasionally for research trips to meet with company management and investment professionals.
Open to feedback and self-aware in pursuit of continuous improvement.
Familiarity with programming (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus but not required.
Compensation and Benefits New York Base Salary Range: $145,077-$232,123. In addition to base salary, eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of eligible earnings.
Learn more about compensation and benefits in our careers information.
Equal Opportunity We are an equal opportunity employer. We comply with federal, state and local laws prohibiting discrimination in employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, sex (including gender and gender identity), pregnancy and related medical conditions, age, disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, and other protected characteristics.
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This role is with Capital Group. WayUp is partnering with Capital Group to hire top talent. As a Fundamental Research Group (FRG) Associate, you will work closely with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions. You will partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.
Responsibilities
Collaborate with Investment Professionals to generate investment ideas and monitor holdings.
Conduct bottom-up fundamental research and analysis on companies and related industries.
Build financial models and draft research reports.
Facilitate meetings with management teams, sell-side firms and industry experts.
Contribute as a key member of the investment process and adapt to increasing project complexity with mentorship.
Qualifications
You are passionate about a career in equity research with a strong interest in long-only investing.
2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
Bachelor’s degree in finance, economics, STEM or a relevant field. Alternative degrees in medicine/biology or related medical experience are beneficial.
Biotech and Pharmaceuticals sector knowledge is required.
Strong desire to develop bottom-up fundamental research skills working with experienced investment professionals.
Extensive experience with detailed financial modeling and fundamental analysis, utilizing research tools, trade publications, online sources, regulatory filings, etc., to generate insightful analysis.
Proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights.
Strong teamwork, communication skills, and willingness to share perspectives.
Curiosity, analytical skills, sound judgment for complex financial topics, and ability to learn quickly.
Effective written and oral communication skills and ability to build relationships inside and outside the organization.
Willingness to travel occasionally for research trips to meet with company management and investment professionals.
Open to feedback and self-aware in pursuit of continuous improvement.
Familiarity with programming (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus but not required.
Compensation and Benefits New York Base Salary Range: $145,077-$232,123. In addition to base salary, eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of eligible earnings.
Learn more about compensation and benefits in our careers information.
Equal Opportunity We are an equal opportunity employer. We comply with federal, state and local laws prohibiting discrimination in employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, sex (including gender and gender identity), pregnancy and related medical conditions, age, disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, and other protected characteristics.
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